Herbert   Fineburg
Principal

Contact

Phone: 267.338.1376
Fax: 267.338.1335
Mailing: 1801 Market Street ,
Suite 2300 , Philadelphia , PA   19103
Linkedin: Herbert Fineburg

Practice Focus

Mr. Fineburg is recognized as one of Philadelphia's most respected business lawyers whose substantial knowledge of tax law provides clients with strategic and cost-saving benefits in connection with commercial transactions, taxation and wills, trusts and estates matters. Known for his ability to resolve complicated matters effectively, Mr. Fineburg has assisted businesses and individuals with the organization of their finances, business and real estate affairs, and the structure of their assets (i.e., in LLCs, partnerships, corporations, trusts or joint ownership). He has substantial expertise in the preparation of buy-sell agreements for co-owners who are family members or unrelated business partners and has handled the resolution of shareholder and partner disputes and buy-outs. In addition, to working on bank financings, business contracts and employment matters for his business clients, Mr. Fineburg also provides advice on business acquisitions and sales. Mr. Fineburg, who began his law career as a commercial litigator and bankruptcy lawyer, frequently provides litigation counsel and assistance to a wide range of firm clients. His articles have appeared in the Pennsylvania CPA Journal, the Journal of S Corporation Taxation and other publications. A graduate of Washington University in St. Louis, Mr. Fineburg received his law degree from the University of Missouri and a Master of Laws in Taxation (LL.M) from the New York University School of Law, Graduate Division.

Mr. Fineburg is the Managing Shareholder of the Philadelphia office and is also a member of the Board of Directors at Offit Kurman.

Publications

Speaking Engagements

  • Tax Credit Programs Benefitting Our Region's Businesses: Tax Credit Programs and Changes Impacting Our Region's Businesses, Presentation with Drucker & Scaccetti at The Chamber of Commerce for Greater Philadelphia, Philadelphia, PA (September 8, 2016).
  • What Do You Mean My Sale Isn't 100% Cash & Carry?, Presentation at XPX-Philadelphia October breakfast meeting, Pyramid Club, Philadelphia, PA (October 21, 2015).
  • The 11th Hour Estate Plan, Presentation at XPX-Philadelphia September breakfast meeting, Pyramid Club, Philadelphia, PA (September 16, 2015). Click here for video footage.
  • Innovative Use of Trusts for State Income Tax, Estate and Asset Protection Planning, Presentation at The Bryn Mawr Trust Company breakfast seminar, Haverford, PA, (May 13, 2015).
  • Business Killers, Presentation for a Vistage Group, Villanova, PA, (March 10, 2015).
  • Is NOW the Time? What is Your Business Actually Worth and How Much Do You Need to Retire? Panel at Offit Kurman with Howard Ross of LLR Partners, Michael Mufson of Mufson Howe Hunter, Greg Aloia of Abacus Wealth Partners, and moderated by Craig Karasin of VentureScope, LLC, Philadelphia, PA, (February 23, 2015).
  • The Necessity of Estate Planning - Addressing the Misconception That Trusts are Complicated, at Karr Barth Associates, Inc., Bala Cynwyd, PA, (December 5, 2014), at First CornerStone Bank, King of Prussia, PA, (November 5, 2014).
  • Faculty Panelist, How to Make the Most Effective Use of Family Limited Partnerships: Strategies and Pitfalls in the Current Environment, sponsored by the Pennsylvania Institute of Certified Public Accountants and the Philadelphia Bar Association (1999).
  • Faculty Panelist, How to Make the Most Effective Use of Family Limited Partnerships: Strategies and Pitfalls in the Current Environment, sponsored by the Pennsylvania Institute of Certified Public Accountants and the Philadelphia Bar Association (1999).
  • Symposium on Pass-Through Entities: The Legal and Accounting Aspects, Panel moderator, sponsored by the American Association of Attorney-Certified Public Accountants (1998).
  • Estate Planning Update, sponsored by the New Jersey Society of Certified Public Accounts (1994).
  • Estate Tax Audits, Pennsylvania Institute of CPAs (1993).
  • Multi-Borrower Loan Transactions: Legal Issues and Strategies, sponsored by the Pennsylvania Bar Association.
  • Federal Estate Tax Planning, sponsored by Mellon Bank (1992).
  • Year End Tax Planning, sponsored by The Wharton School Alumni, University of Pennsylvania (1989).
  • Annual Federal Tax Conference, Pennsylvania Institute of CPAs (1986 and 1987).
  • Pension, Retirement and Compensation Planning after the Tax Reform Act of 1986, Pennsylvania Institute of CPAs (1987).
  • Municipal Borrowing after the Tax Reform Act of 1986, sponsored by Mellon Bank (1986).

Awards and Recognition

  • Finalist for the 14th Annual M&A Advisor Awards. September 2015.

 

Education & Admissions

  • New York University School of Law, LL.M. in Taxation (1982)
  • University of Missouri School of Law, J.D. (1976)
  • Staff Member, The Urban Lawyer, a law review journal on local government law published by The American Bar Association
  • Washington University, The Olin School of Business, B.S. in Business Administration (1972)
  • Pennsylvania
  • New Jersey
  • District of Columbia
  • Missouri

Activities

  • Philadelphia Bar Association, member
  • Pennsylvania Bar Association, member
  • Washington, D.C. Bar Association, member
  • Missouri Bar Association, member
  • American Bar Association, member, Section on Taxation and Real Property & Probate Law
  • Board of Directors for Exit Planning Exchange (XPX) Philadelphia

Videos

Posts

Changes to Uniform LLC Act May Have Unexpected Impact

By Herb Fineburg | September 25, 2018 | Comments Off on Changes to Uniform LLC Act May Have Unexpected Impact

As Published in Pennsylvania Institute of Certified Public Accountants Recently enacted changes under the Pennsylvania Uniform Limited Liability Company Act…

Thoughtful Giving Ideas: Using Gifts to Your Children to Encourage 401(k) Retirement Savings

By Herb Fineburg | August 19, 2018 | Comments Off on Thoughtful Giving Ideas: Using Gifts to Your Children to Encourage 401(k) Retirement Savings

From the Desk of Herb If you wish to make annual gifts to your children and simultaneously desire encouraging them to…

What Mortgage Interest is Tax Deductible?

By Herb Fineburg | July 20, 2018 | Comments Off on What Mortgage Interest is Tax Deductible?

From the Desk of Herb Under the new tax act (Tax Cuts and Jobs Act), commencing in 2018, deductible mortgage…

How to Make Tax-Efficient Gifts to Children, Grandchildren for Their Education

By Herb Fineburg | February 23, 2018 | Comments Off on How to Make Tax-Efficient Gifts to Children, Grandchildren for Their Education

Herb Fineburg and Jeanna Lam Published in the Legal Intelligencer As Published in the Legal Intelligencer One of the most…

How Best to Make Gifts to Children and Grandchildren for Education

By Herb Fineburg | January 16, 2018 | Comments Off on How Best to Make Gifts to Children and Grandchildren for Education

From the Desk of Herb One of the most commonly asked questions we receive as estate and financial planners is…